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What Did the Scaife Trustees Know?
November 17th, 2015
The contentious battle over the trust of the late Richard Mellon Scaife has taken an interesting turn as new court filings make it appear that at least one of the three trustees may have suspected the trust was being mismanaged. Richard Mellon Scaife…
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Categories: Aging Issues, Blended Families, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Small Business, Trust Funding, Weblogs, Will
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How Probate Can Get Expensive
November 16th, 2015
There are many reasons to want to avoid probate for your estate. One of them is that probate can get very expensive. One doctor's bill in a case in New Hampshire illustrates just how expensive. The story of Geraldine Webber's estate has bee…
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Categories: Aging Issues, Blended Families, Charitable Giving, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Probate, Succession, Trust Funding, Weblogs, Will
One More Scary Halloween Story!
November 13th, 2015
A Halloween riddle for you: What's scarier than ghosts and goblins to Americans 50 and older? Answer: Their finances. That's the upshot of the latest Country Financial Security Index, and two other surveys I've seen lately back it up.…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Power of Attorney, Succession, Taxes, Trust Funding, Weblogs, Will
What Do The Uber-Wealthy Do with Their Money?
November 12th, 2015
Art makes up 2.5 percent of the biggest estates and just 0.6 percent of those who had between $10 million and $20 million. A Picasso fetched more than $95 million in 2006. The superrich are different from the very, very rich. For one thing, they own…
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Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Power of Attorney, Trust Funding, Weblogs, Will
Fighting Against Abusive Probate Guardianship
November 11th, 2015
For decades, states have granted courts the power to appoint guardians or conservators for elderly or disabled people unable to tend to their basic needs. Most appointed guardians are family members, but judges can turn to a growing industry of profe…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Succession, Trust Funding, Weblogs, Will
Avoid These Common Estate Planning Mistakes
November 10th, 2015
The most common estate planning mistake may surprise you. "The mistake actually isn't part of the will and trust," said Dan Prebish, head of life services events at Wells Fargo Advisors, based in St. Louis. "It actually has to do…
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Categories: Aging Issues, Current Affairs, Estate Planning, Power of Attorney, Probate, Succession, Trust Funding, Weblogs, Will
It's That Time of Year!
November 6th, 2015
This is the time of year when certain money issues come more into focus, including those related to income-tax planning, charity scams and checking up on the financial health of family members. Tax planning isn't shaping up as anything remarkabl…
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Categories: Charitable Giving, Current Affairs, Estate Planning, Taxes, Trust Funding, Weblogs, Will
Irrevocable Trusts May be the Answer to Tough Estate Planning Issues
November 5th, 2015
The death of a loved one can create a lot of financial complexity. For families that have set up irrevocable trusts to facilitate the transfer of assets from one generation to another, the tax implications can be even more complicated. However, there…
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Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Trust Funding, Weblogs, Will
Charitable Giving Puts Public Library Back on the Map
November 4th, 2015
The Stanley and Elaine Ball Charitable Foundation granted the Taneyhills Library $350,000 to renovate the children's area and to create a technology conference room. Taneyhills Library Board Chairman Kenton Olson said the children's library…
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California Court Upholds Trust that Gives Millions to Lady's Gardener
November 3rd, 2015
A Sonoma County bank overseeing the trust of a wealthy Kentfield divorcee who left a large chunk of her $8.5 million estate to her gardener and other non-family members will be allowed to dip into the fund to defend challenges from the woman's d…
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